Configure Groups to Use Eligibility Criteria

- Classic Learning -

You can configure groups so that Dayforce assigns members automatically based on the eligibility criteria that you define. For example, you can create a group that automatically assigns any managers who have been hired in the last 90 days.

For groups that use both inclusion and exclusion criteria, note the following:

• Exclusion criteria are prioritized over inclusion criteria.
• Exclusion criteria apply to all of the employees' job assignments and roles.

As a result, employees who fulfill the exclusion criteria for any of their job assignments or roles are excluded from the group, even if they also satisfy the inclusion criteria.

To configure a group to use eligibility criteria:

1. Go to HR Admin > Groups and select the group you want to add eligibility criteria for.
2. Select the Use Eligibility Criteria checkbox.
3. In the Eligibility section, use the settings provided to specify the criteria that qualify a user for membership in this group. You can hover over each of the criteria names to see a tooltip with their description.
4. Click Save.